Find a Financial Planner in Saint Louis, MO

 

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We Only Work With The Best Saint Louis Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in St. Louis, MO


  • Financial Advisor Close to St. Louis, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in St. Louis Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the St. Louis area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in St. Louis, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.8% of St. Louis's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the St. Louis area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the St. Louis area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the St. Louis area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the St. Louis area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the St. Louis area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the St. Louis area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in St. Louis, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near St. Louis, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Saint Louis financial advisors.
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How Retirement-Friendly is St. Louis, MO?

  • Population: 308,174
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $155,200
  • Average Monthly Housing Cost: $874
  • Average Household Income: $64,089
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)


The Top Financial Advisor Firms in St. Louis, MO


STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(314) 342-2000

501 N Broadway

St Louis, MO 63102

SEC#: 801-10746
Years in Business: 46 years

CENTURY SECURITIES ASSOCIATES INC

Website

(314) 342-4051

501 N Broadway

St Louis, MO 63102

SEC#: 801-43561
Years in Business: 28 years

ANDERSON HOAGLAND & CO

Website

(314) 726-2107

8000 Maryland Ave., Ste 1100

St Louis, MO 63105

SEC#: 801-15073
Years in Business: 41 years

KENNEDY CAPITAL MANAGEMENT

Website

(314) 432-0400

10829 Olive Blvd

St Louis, MO 63141

SEC#: 801-15323
Years in Business: 40 years

MARQUETTE ASSOCIATES, INC.

Website

(314) 822-4444

12412 Powerscourt Drive
Suite 240
St. Louis, MO 63131

SEC#: 801-33091
Years in Business: 32 years

NISA INVESTMENT ADVISORS, LLC

Website

(314) 721-1900

101 South Hanley Road Suite 1700

St. Louis, MO 63105

SEC#: 801-45153
Years in Business: 27 years

DUNCKER STREETT & CO., LLC

Website

(314) 726-2600

8000 Maryland
Suite 300
St. Louis, MO 63105

SEC#: 801-58224
Years in Business: 20 years

TOWLE & CO

Website

(314) 822-0204

1610 Des Peres Road
Suite 250
St Louis, MO 63131

SEC#: 801-16622
Years in Business: 39 years

HUNTLEIGH ADVISORS, INC.

Website

(314) 236-2455

7800 Forsyth Blvd.
5th Floor
St. Louis, MO 63105

SEC#: 801-62677
Years in Business: 17 years

CORNERSTONE SELECT ADVISORS, LLC

Website

(314) 862-5155

13171 Olive Boulevard
Suite 302
St. Louis, MO 63141

SEC#: 801-113472
Years in Business: 2 years